Charles Cerone
Charles Cerone is a registered investment advisor at Exodus Wealth, LLC, based in Ocean, NJ, with 38 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 2,249 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
28 Blair Ct., Ocean, NJ, 07712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles owns 21st Century Wealth & Insurance Services, providing insurance and related services, dedicating about half of his time to this activity. He is also an IAR with Prosperity Wealth Management.
Employment History
Current Registrations
Exodus Wealth, LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
1717 Capital Management CompanyBroker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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